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THE WALLACE MEDICAL CONCERN — WALLACE MEDICAL CONCERN 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014165253NAL0001670499001
THE WALLACE MEDICAL CONCERN
Form 5500-SF
FILING_RECEIVED
WALLACE MEDICAL CONCERN 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
105
Accounts w/ balance
118
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE WALLACE MEDICAL CONCERN
.
Find decision makers
Plan sponsor
Name
THE WALLACE MEDICAL CONCERN
EIN
93-0853709
Address
18633 SE STARK ST., STE. 401 · PORTLAND, OR · 97233
Phone
(503) 489-1760
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$8.6B
